Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.61%
Industry change · 12M
+0.10 pp
Life & Health Insurance · contribution
+0.100 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 2022 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $44.7bn | 0.161% | +0.022 pp | +0.038 pp | +26.4% | Yes |
| MetLife → MET | United States | $56.8bn | 0.205% | +0.014 pp | +0.037 pp | +19.2% | Yes |
| Principal Financial Group → PFG | United States | $20.5bn | 0.074% | +0.003 pp | +0.013 pp | +20.1% | Yes |
| Globe Life → GL | United States | $11.7bn | 0.042% | +0.004 pp | +0.012 pp | +29.7% | Yes |
| Prudential Financial → PRU | United States | $36.6bn | 0.132% | +0.007 pp | +0.001 pp | -3.9% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.